It Depends on Your Financial Plan
We take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
Not Every Fraud Attempt Comes with a Red Flag
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why financial fraud attempts are getting more sophisticated and what your and your adviser’s responsibilities are to prevent it.
How can I save money on summer travel?
Follow these money-saving tips when planning your next vacation to help make it more affordable. 1. Join a Frequent Flyer Program It will probably take time to accumulate frequent flyer points, but the perks can be worth it. Depending on the program, rewards can include cheaper fares, upgrades, free companion tickets, and more. 2. Be…
Meet the Experts: Logan Daniel, CFP®, CRPC®
Henssler Financial Associate Logan Daniel, CFP®, CRPC®, explains how our Ten Year Rule customizes the allocation of your assets between growth and fixed investments.
How Can I Manage My Money in a Gig Economy?
If you are one of the 16.5 million people who rely on contingent or alternative work arrangements, you need to pay close attention to your finances in order to make up for any gaps in earnings that may occur between jobs. We explain in this Question of the Week.
Meet the Experts: Michael Griffin, CFP®
Associate Michael Griffin, CFP®, explains the importance of communication at Henssler Financial. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from…
What’s the real return on your investments?
When you calculate the real return on your investments, it’s important to take two important factors into consideration – taxes and inflation. We explain in this Question of the Week.
Tax Loss Harvesting—Grudge Match of the Century
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.
Time for a Mid-Year Investment Check
Whether the markets are up or down, reviewing your portfolio with a financial professional midway through the year can be an excellent way to keep your investments on track. Read more in this Financial Tip.
Planning Priorities: Contributing to a Traditional IRA or Roth IRA?
Henssler Associate Logan Daniel, CFP®, CRPC®, discusses choosing between a Traditional IRA and a Roth IRA for your retirement savings.